Case Study - Automated client reporting that saved 60 hours per month
A marketing agency spending 60+ hours monthly on manual client reports. We automated the entire workflow—from data analysis to branded report delivery.
- Client
- Marketing Agency
- Year
- Service
- Marketing Automation, AI Integration, Reporting Systems
Overview
A marketing agency managing multiple clients was drowning in monthly reporting. Their team spent over 60 hours every month manually analyzing social media data across Facebook, Instagram, LinkedIn, and Google Analytics. The process was exhausting: pull data from each platform, analyze 2 months of performance trends, identify what worked and what didn't, set marketing goals for the next month, design branded reports in Canva, and send individual reports to each client. This meant their strategists spent more time on spreadsheets and design tools than actual marketing strategy. Clients were paying for insights, but the team was stuck doing admin work. We built a system that does all of this automatically. Every month, on schedule, the automation pulls fresh data, analyzes it with AI, generates insights, creates branded Canva reports, and emails them directly to clients—completely hands-off.
What we did
- n8n Workflows
- AI Data Analysis (ChatGPT)
- Social Media APIs
- Canva Automation
- Automated Scheduling
- Saved per month
- 60 hours
- Automated process
- 100%
- Every report delivered
- On-time